Artemis Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York, NY
CIK
0001767435
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 24 521,579 QQQ, CALF, IWM, EMXC 13F-HR 2/8/2024 000194104024000090
Q3 2023 73 534,524 QQQ, TSLA, CALF, IWM 13F-HR 10/18/2023 000176743523000054
Q2 2023 75 548,805 QQQ, TSLA, IWM, CALF NEW HOLDINGS 8/15/2023 000176743523000027
Q2 2023 75 548,805 QQQ, TSLA, IWM, CALF 13F-HR 7/13/2023 000176743523000025
Q1 2023 67 388,904 QQQ, TSLA, IWM, NETZ NEW HOLDINGS 8/21/2023 000176743523000028
Q1 2023 67 388,904 QQQ, TSLA, IWM, NETZ RESTATEMENT 5/15/2023 000176743523000024
Q4 2022 91 329,112 QQQ, IWM, TSLA, NETZ NEW HOLDINGS 8/21/2023 000176743523000032
Q4 2022 91 329,118 QQQ, IWM, TSLA, NETZ 13F-HR 1/23/2023 000172035023000002
Q3 2022 105 381,579 QQQ, TSLA, PDO, NETZ NEW HOLDINGS 8/21/2023 000176743523000031
Q3 2022 105 381,577 QQQ, TSLA, PDO, NETZ 13F-HR 11/9/2022 000176743522000008
Q3 2022 105 381,577 QQQ, TSLA, PDO, NETZ 13F-HR 10/24/2022 000176743522000007
Q2 2022 130 365,399 QQQ, TSN, PDO, NETZ NEW HOLDINGS 8/21/2023 000176743523000030
Q2 2022 130 365,593 QQQ, TSLA, PDO, NETZ 13F-HR 8/2/2022 000176743522000005
Q1 2022 61 603,876 QQQ, TSLA, PDO, NETZ NEW HOLDINGS 8/21/2023 000176743523000029
Q1 2022 61 603,930 QQQ, TSLA, PDO, NETZ 13F-HR 4/22/2022 000176743522000002
Q4 2021 74 806,963 QQQ, TSLA, PDO, AAPL NEW HOLDINGS 9/11/2023 000176743523000052
Q4 2021 74 806,960 QQQ, TSLA, PDO, AAPL 13F-HR 2/17/2023 000176743523000022
Q3 2021 82 718,321 QQQ, TSLA, PDO, AMZN NEW HOLDINGS 9/11/2023 000176743523000051
Q3 2021 82 718,321 QQQ, TSLA, PDO, AMZN 13F-HR 2/17/2023 000176743523000021
Q2 2021 78 701,583 QQQ, TSLA, PDO, AMZN NEW HOLDINGS 9/11/2023 000176743523000050
Q2 2021 78 701,584 QQQ, TSLA, PDO, AMZN 13F-HR 2/17/2023 000176743523000020
Q1 2021 82 638,858 QQQ, TSLA, PDO, AMZN NEW HOLDINGS 9/11/2023 000176743523000049
Q1 2021 82 638,856 QQQ, TSLA, PDO, AMZN 13F-HR 2/17/2023 000176743523000019
Q4 2020 69 627,749 QQQ, TSLA, AMZN, ARKK NEW HOLDINGS 9/5/2023 000176743523000048
Q4 2020 69 627,750 QQQ, TSLA, AMZN, ARKK 13F-HR 2/17/2023 000176743523000018
Q3 2020 89 409,023 QQQ, TSLA, BAC-L, AAPL NEW HOLDINGS 9/5/2023 000176743523000047
Q3 2020 89 409,022 QQQ, TSLA, BAC-L, AAPL 13F-HR 2/17/2023 000176743523000017
Q2 2020 65 291,293 QQQ, TSLA, BAC-L, AAPL NEW HOLDINGS 9/5/2023 000176743523000046
Q2 2020 65 291,293 QQQ, TSLA, BAC-L, AAPL 13F-HR 2/17/2023 000176743523000016
Q1 2020 73 233,907 QQQ, IVV, TSLA, AAPL NEW HOLDINGS 9/5/2023 000176743523000045
Q1 2020 73 233,906 QQQ, IVV, TSLA, AAPL 13F-HR 2/17/2023 000176743523000015
Q4 2019 132 277,153 QQQ, IVV, TSLA, AAPL NEW HOLDINGS 9/1/2023 000176743523000044
Q4 2019 132 277,154 QQQ, IVV, TSLA, AAPL 13F-HR 2/13/2023 000176743523000014
Q3 2019 29 228,307 QQQ, IVV, AAPL, BERKSHIRE HATHAWAY INC DEL NEW HOLDINGS 9/1/2023 000176743523000043
Q3 2019 29 228,308 QQQ, IVV, AAPL, BERKSHIRE HATHAWAY INC DEL 13F-HR 2/13/2023 000176743523000013
Q2 2019 30 195,998 QQQ, IVV, BERKSHIRE HATHAWAY INC DEL, AAPL NEW HOLDINGS 9/1/2023 000176743523000042
Q2 2019 30 196,000 QQQ, IVV, BERKSHIRE HATHAWAY INC DEL, AAPL 13F-HR 2/13/2023 000176743523000012
Q1 2019 30 188,394 QQQ, IVV, AAPL, BERKSHIRE HATHAWAY INC DEL NEW HOLDINGS 9/1/2023 000176743523000041
Q1 2019 30 188,395 QQQ, IVV, AAPL, BERKSHIRE HATHAWAY INC DEL 13F-HR 2/13/2023 000176743523000011
Q4 2018 42 197,956 QQQ, IVV, DISCK, HCA NEW HOLDINGS 8/29/2023 000176743523000040
Q4 2018 42 197,957 QQQ, IVV, DISCK, HCA 13F-HR 2/9/2023 000176743523000010
Q3 2018 30 183,924 QQQ, IVV, SPY, BERKSHIRE HATHAWAY INC DEL NEW HOLDINGS 8/29/2023 000176743523000039
Q3 2018 30 183,927 QQQ, IVV, SPY, BERKSHIRE HATHAWAY INC DEL 13F-HR 2/9/2023 000176743523000009
Q2 2018 30 137,003 QQQ, IVV, SPY, CMCSA NEW HOLDINGS 8/29/2023 000176743523000038
Q2 2018 30 137,005 QQQ, IVV, SPY, CMCSA 13F-HR 2/9/2023 000176743523000008
Q1 2018 31 128,397 QQQ, EFA, SPY, XLV NEW HOLDINGS 8/29/2023 000176743523000037
Q1 2018 31 128,399 QQQ, EFA, SPY, XLV 13F-HR 2/9/2023 000176743523000007
Q4 2017 28 118,036 QQQ, EFA, XLV, AGG NEW HOLDINGS 8/29/2023 000176743523000036
Q4 2017 28 118,036 QQQ, EFA, XLV, AGG 13F-HR 2/9/2023 000176743523000006
Q3 2017 27 114,093 QQQ, EFA, XLV, IVV NEW HOLDINGS 8/29/2023 000176743523000035
Q3 2017 27 114,094 QQQ, EFA, XLV, IVV 13F-HR 2/9/2023 000176743523000005
Q2 2017 24 107,866 QQQ, EFA, XLV, IVV NEW HOLDINGS 8/29/2023 000176743523000034
Q2 2017 24 107,868 QQQ, EFA, XLV, IVV 13F-HR 2/9/2023 000176743523000004
Q1 2017 41 122,758 QQQ, IEF, DBEF, XLV NEW HOLDINGS 8/29/2023 000176743523000033
Q1 2017 41 122,761 QQQ, IEF, DBEF, XLV 13F-HR 2/9/2023 000176743523000003
Q4 2016 34 105,997 QQQ, IEF, DBEF, GREK 13F-HR 2/9/2023 000176743523000002
Additional filings from Artemis Wealth Advisors, LLC that have since been restated